Share this postCopy linkFacebookEmailNotesMoreRandom Walk the PodcastBanks are playing it safe, sort of (audio)Share this postCopy linkFacebookEmailNotesMore1×0:00Current time: 0:00 / Total time: -9:31-9:31Audio playback is not supported on your browser. Please upgrade.Banks are playing it safe, sort of (audio)Banks are more exposed to non-bank lenders than anyone would likeJun 18, 2024Share this postCopy linkFacebookEmailNotesMoreShareBanks are playing it safe, sort ofMoses Sternstein·June 18, 2024In today’s dispatch: banks are lending less banks are also generating less revenue, and NIM continues to slide (for now) are Zombie banks good? bank exposure to non-bank lending is probably higher than Zombie would like 👉👉👉Reminder to sign up for theRead full storyDiscussion about this podcastCommentsRestacksShare this postCopy linkFacebookEmailNotesMoreRandom Walk the PodcastRandom Walk - data, markets, and other random asides, delivered at irregular intervals to your inboxRandom Walk - data, markets, and other random asides, delivered at irregular intervals to your inboxSubscribeListen onSubstack AppRSS FeedRecent EpisodesRiches n' NichesJan 10 • Moses Sternstein and Brad HargreavesMe & Mr. Prof. JonesNov 1, 2024 • Moses SternsteinNew school lending, to old school venture: A conversation with Billy Libby of Upper 90Sep 27, 2024 • Moses Sternstein and Brad HargreavesThe Brits noticed that Healthcare Makes All the Jobs (audio)Jun 17, 2024Companies trimmed the fat (audio)May 13, 2024 • Moses SternsteinGone fishing (audio edition)Feb 14, 2024 • Moses SternsteinAdult in the room (audio edition)Feb 9, 2024 • Moses Sternstein
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